2023 Form 5500 filing — View Homes, Inc. 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015125930NAL0014674435001) for View Homes, Inc. 401(K) Plan, reported by View Homes Incorporated under EIN 81-4180101 and plan number 001. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.5MReported net assets$10,514,655

Participants285

Provider compensation$54.5K3 Schedule C row(s)$54,458

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015125930NAL0014674435001
Plan sponsor: View Homes Incorporated
EIN: 81-4180101
Plan number: 001
Location: Colorado Springs, CO
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.5M total assets

Net assets$10.5MLiabilities$0

Money in vs. money out

Total income / additions$2.9M

Total expenses$1.9M

Benefits paid / distributions$1.8M

Contributions

Employer$468.6K

Participant$949.2K

Full reported line items

Total assets (EOY): $10,514,655
Total liabilities (EOY): $0
Net assets (EOY): $10,514,655
Employer contributions: $468,558
Participant contributions: $949,154
Total income / additions: $2,936,584
Benefits paid: $1,826,493
Administrative expenses: $35,487
Total expenses: $1,861,980
Net increase / (decrease): $1,074,604

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$35.5K
CONTRACT ADMINISTRATOR · Direct $35.5K · Indirect $0
2
Pensionmark Financial Group, LLC$19K
INVESTMENT ADVISORY · Direct $0 · Indirect $19K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015125930NAL0014674435001 cover?: It is the 2023 Form 5500 filing for View Homes, Inc. 401(K) Plan, reported by View Homes Incorporated (EIN 81-4180101).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).